Resources

CJM Video Market Update: January 2024

Tracey A. Baker, CFP®, Brian T. Jones, CFP® Kevin E. Donovan, CFA and, Parker G. Trasborg, CFP® discuss markets in 2023 and what we are looking towards in 2024.

January 11th, 2024|Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44-04:00June 18th, 2020|Categories: Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

Brian T. Jones, CFP®, Chairman and one of the principals at CJM, outlines the four main tax changes to retirement accounts under the Secure Act that was passed in December 2019.

Mortgage Rates Hit Record Lows: Should I Refinance?

CJM Wealth Advisers2020-06-18T15:23:56-04:00June 18th, 2020|Categories: Financial Planning, Insights, Parker G. Trasborg, CFP®|

Mortgage rates recently reached new record lows. Parker Trasborg, CFP®, discusses factors to think about when looking to refinance.

The Coronavirus Market

CJM Wealth Advisers2020-04-03T12:16:04-04:00April 3rd, 2020|Categories: Insights, Investment Management, Kevin E. Donovan, CFA|

Portfolio Research Director Kevin Donovan breaks down the Coronavirus impact on the financial markets and the economy.

News and Articles By Topic

CJM News

Northern Virginia Magazine Top Financial Professionals 2025

CJM Wealth Advisers2025-09-02T11:24:31-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tina M. Babicz, CFP®, Tracey A. Baker, CFP®|

CJM Welcomes its Newest Partner – Congratulations, Parker Trasborg!

CJM Wealth Advisers2025-03-20T13:42:51-04:00CJM News, Parker G. Trasborg, CFP®|

Washingtonian Magazine Names CJM Wealth Advisers to 2025 Top Financial Advisers List

CJM Wealth Advisers2025-03-20T13:45:30-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

2024 Macroeconomic Discussion with Ben Harris, PhD – Inflation, Interest Rates, The Fed, and More!

CJM Wealth Advisers2025-03-20T13:59:26-04:00CJM News, David D. Greene, CFP®, Financial Planning, Insights, Investment Management, Podcasts, Videos|

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers 2024

CJM Wealth Advisers2025-03-20T14:10:21-04:00Brian T. Jones, CFP®, CJM News, Insights|

Washingtonian Top Wealth Advisers 2024

CJM Wealth Advisers2024-01-26T17:06:00-05:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58-05:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

Remembering CJM Founder, Richard L. Cooper, CFP®

CJM Wealth Advisers2023-09-18T16:49:07-04:00CJM News|

Northern Virginia Magazine Top Financial Professionals 2023

CJM Wealth Advisers2023-08-25T16:10:16-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

Washingtonian Top Wealth Advisers Hall of Fame

CJM Wealth Advisers2023-02-27T19:15:06-05:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Tracey A. Baker, CFP®|

More Than Money 2022

CJM Wealth Advisers2023-01-19T19:31:48-05:00CJM News|

Northern Virginia Magazine Top Financial Professionals 2022

CJM Wealth Advisers2022-08-30T14:52:36-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

Washingtonian Top Financial Advisers 2022

CJM Wealth Advisers2022-02-28T17:24:05-05:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

CJM In the News: Barron’s Magazine

CJM Wealth Advisers2025-03-20T14:14:12-04:00Brian T. Jones, CFP®, CJM News|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11-05:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Northern Virginia Magazine Top Financial Professionals 2021

CJM Wealth Advisers2021-08-30T17:04:27-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Topics, Tracey A. Baker, CFP®|

The National Association of Personal Financial Advisors (NAPFA) New Members

CJM Wealth Advisers2021-06-21T18:21:35-04:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Topics|

Washingtonian Top Financial Advisers 2021

CJM Wealth Advisers2021-02-12T13:27:46-05:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Topics, Tracey A. Baker, CFP®|

Reflections on 2020: A Year of Blessings

CJM Wealth Advisers2020-12-21T21:56:34-05:00CJM News, Tracey A. Baker, CFP®|

CJM Welcomes its Newest Partner – Congratulations, Jessica Ness!

Jason Yang2025-03-20T14:28:39-04:00CJM News, Jessica Ness, CFP®|

More Than Money 2020 Newsletter

Jason Yang2021-01-05T21:52:47-05:00CJM News, Community Service|

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers

CJM Wealth Advisers2025-03-20T14:09:51-04:00Brian T. Jones, CFP®, CJM News, Insights|

CJM is More Than Money: 2019 Year in Review

CJM Wealth Advisers2025-03-20T14:01:56-04:00CJM News, Community Service, Insights|

Congratulations, Mr. President!

CJM Wealth Advisers2020-12-21T21:51:01-05:00CJM News, Insights, Parker G. Trasborg, CFP®, Timothy W. Jones, CFP®|

Economic Thoughts at Year End 2019

CJM Wealth Advisers2019-11-05T13:17:59-05:00Brian T. Jones, CFP®, CJM News, Insights|

CJM In the News: Great Day Washington

CJM Wealth Advisers2025-03-20T14:15:04-04:00CJM News, Parker G. Trasborg, CFP®|

CJM in the Community – 2018

CJM Wealth Advisers2025-03-20T14:01:16-04:00CJM News, Community Service, Insights|

Financial Times Top 300 Registered Investment Advisers

CJM Wealth Advisers2019-10-24T18:57:31-04:00CJM News, Insights|

CJM Is Turning 40!

CJM Wealth Advisers2025-03-20T14:15:46-04:00CJM News, Insights|

2017 Best Practices Awards

CJM Wealth Advisers2025-03-20T14:04:26-04:00CJM News, Insights|

Day of Service at SERVE campus

CJM Wealth Advisers2019-10-16T14:09:12-04:00CJM News, Community Service, Insights|

Northern Virginia Magazine Awards

CJM Wealth Advisers2025-03-20T14:16:15-04:00CJM News, Insights|

Day of Service at NVFS Head Start Preschool

CJM Wealth Advisers2019-10-28T21:55:28-04:00CJM News, Community Service|

Reflecting with Pride

CJM Wealth Advisers2019-10-31T20:02:14-04:00CJM News, Insights, Timothy W. Jones, CFP®|

Community Service

More Than Money 2024

CJM Wealth Advisers2025-03-20T13:55:58-04:00Brian T. Jones, CFP®, CJM News, Community Service, David D. Greene, CFP®, Jessica Ness, CFP®, Tina M. Babicz, CFP®|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58-05:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

More Than Money 2020 Newsletter

Jason Yang2021-01-05T21:52:47-05:00CJM News, Community Service|

CJM is More Than Money: 2019 Year in Review

CJM Wealth Advisers2025-03-20T14:01:56-04:00CJM News, Community Service, Insights|

CJM in the Community – 2018

CJM Wealth Advisers2025-03-20T14:01:16-04:00CJM News, Community Service, Insights|

Day of Service at SERVE campus

CJM Wealth Advisers2019-10-16T14:09:12-04:00CJM News, Community Service, Insights|

Day of Service at NVFS Head Start Preschool

CJM Wealth Advisers2019-10-28T21:55:28-04:00CJM News, Community Service|

Education Planning

529 Plan Distributions: How to Pay for College the Smart Way

CJM Wealth Advisers2025-07-03T12:39:18-04:00David D. Greene, CFP®, Education Planning, Financial Planning, Insights, Videos|

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

CJM Wealth Advisers2025-03-20T14:08:53-04:00Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023

CJM Wealth Advisers2025-03-20T14:16:51-04:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

Planning for College with Cozy Wittman

CJM Wealth Advisers2023-09-28T14:20:36-04:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2025-03-20T14:05:22-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32-04:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04-05:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2025-03-20T14:10:51-04:00Education Planning, Insights, Investment Management|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03-04:00Education Planning, Financial Planning, Insights|

Financial Planning

CJM and Silver Bridges Consulting – Navigating Senior Living: Understanding the Options

CJM Wealth Advisers2025-10-17T07:19:19-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

Estate Planning Basics: Wills, Trusts, and Key Documents Everyone Needs

CJM Wealth Advisers2025-09-05T14:16:28-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Videos|

529 Plan Distributions: How to Pay for College the Smart Way

CJM Wealth Advisers2025-07-03T12:39:18-04:00David D. Greene, CFP®, Education Planning, Financial Planning, Insights, Videos|

Understanding Stagflation

CJM Wealth Advisers2025-05-27T10:42:58-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

Market Down? Here’s How to Use Investment Tax Losses to Your Advantage

CJM Wealth Advisers2025-03-25T13:06:21-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Videos|

Tax Time FAQs 2025

CJM Wealth Advisers2025-03-20T13:43:39-04:00Financial Planning, Insights|

When It’s Time To Move

CJM Wealth Advisers2024-11-19T15:55:53-05:00Brian T. Jones, CFP®, Financial Planning, Insights|

Retirement and HSA Contribution Changes for 2025

CJM Wealth Advisers2024-11-18T16:23:27-05:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement|

Protect Your Data – Beware of Zombie Apps!

CJM Wealth Advisers2024-09-20T15:14:55-04:00Financial Planning, Insights, Tracey A. Baker, CFP®|

2024 Macroeconomic Discussion with Ben Harris, PhD – Inflation, Interest Rates, The Fed, and More!

CJM Wealth Advisers2025-03-20T13:59:26-04:00CJM News, David D. Greene, CFP®, Financial Planning, Insights, Investment Management, Podcasts, Videos|

Navigating Uncertainty: 2024 Elections and Global Conflict Through an Investor’s Lens

CJM Wealth Advisers2024-07-22T10:57:08-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

CJM Wealth Advisers2025-03-20T14:08:53-04:00Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Teenage Drivers & Navigating the Road After an Accident

CJM Wealth Advisers2024-04-29T18:23:07-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

Maximizing Your Health and Wealth: Health Savings Accounts

CJM Wealth Advisers2024-02-29T21:03:00-05:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Tax Time FAQs 2024

CJM Wealth Advisers2024-01-30T16:01:06-05:00Financial Planning, Insights|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58-05:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2025-03-20T14:07:12-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2025-03-20T14:29:34-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2025-03-20T14:05:22-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42-04:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2025-03-20T14:06:28-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

Your Cash is No Longer Trash

CJM Wealth Advisers2023-03-15T12:44:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57-05:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs 2023

CJM Wealth Advisers2023-01-24T16:07:09-05:00Financial Planning, Insights|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08-05:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32-04:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41-04:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

What to do After Paying Off Your Mortgage

CJM Wealth Advisers2022-03-28T18:10:13-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15-04:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs

CJM Wealth Advisers2022-03-01T18:12:55-05:00Financial Planning, Insights|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11-05:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23-04:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

What’s Going on with Inflation?

Jason Yang2021-07-01T16:04:11-04:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52-04:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Tax Time FAQs

CJM Wealth Advisers2021-02-25T15:59:35-05:00Financial Planning, Insights|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2025-03-20T14:05:58-04:00Financial Planning, Insights, Investment Management|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2025-03-20T14:04:56-04:00Financial Planning, Insights, Investment Management, Retirement|

Mortgage Rates Hit Record Lows: Should I Refinance?

CJM Wealth Advisers2020-06-18T15:23:56-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04-05:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

CJM Estate Planning Part 2

CJM Wealth Advisers2025-03-20T14:13:27-04:00Financial Planning, Retirement, Videos|

CJM Estate Planning Part 1

CJM Wealth Advisers2025-03-20T14:12:41-04:00Financial Planning, Retirement, Videos|

How Much Allowance Should Your Kids Get?

CJM Wealth Advisers2019-10-31T19:49:07-04:00Financial Planning, Insights|

Pitfalls of Longer-Term Car Loans

CJM Wealth Advisers2019-10-31T19:49:09-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18-04:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03-04:00Education Planning, Financial Planning, Insights|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

Investment Management

CJM Video Market Update: October 2025

CJM Wealth Advisers2025-10-06T07:43:29-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update: July 2025

CJM Wealth Advisers2025-07-02T15:24:35-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Understanding Stagflation

CJM Wealth Advisers2025-05-27T10:42:58-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

CJM Video Market Update: April 2025

CJM Wealth Advisers2025-04-03T09:07:45-04:00Insights, Investment Management, Jessica Ness, CFP®, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Market Down? Here’s How to Use Investment Tax Losses to Your Advantage

CJM Wealth Advisers2025-03-25T13:06:21-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Videos|

How Soon is Now? The “Right” Time to Invest

CJM Wealth Advisers2025-03-20T13:44:36-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2025

CJM Wealth Advisers2025-03-20T13:48:48-04:00David D. Greene, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

CJM Video Market Update: October 2024

CJM Wealth Advisers2025-03-20T13:57:38-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Time to Go Long on Bond Funds

CJM Wealth Advisers2024-10-24T09:49:21-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

2024 Macroeconomic Discussion with Ben Harris, PhD – Inflation, Interest Rates, The Fed, and More!

CJM Wealth Advisers2025-03-20T13:59:26-04:00CJM News, David D. Greene, CFP®, Financial Planning, Insights, Investment Management, Podcasts, Videos|

Navigating Uncertainty: 2024 Elections and Global Conflict Through an Investor’s Lens

CJM Wealth Advisers2024-07-22T10:57:08-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

CJM Video Market Update: July 2024

CJM Wealth Advisers2025-03-20T14:03:58-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update: April 2024

CJM Wealth Advisers2025-03-20T14:02:29-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

This Election Year, Follow an Independent Investment Strategy

CJM Wealth Advisers2024-03-12T17:40:33-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2024

CJM Wealth Advisers2025-03-20T14:03:03-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2025-03-20T14:07:12-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: October 2023

CJM Wealth Advisers2025-03-20T14:27:04-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2025-03-20T14:29:34-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

The S&P 500 is Beating the Dow – Or Is It?

CJM Wealth Advisers2023-09-20T12:10:54-04:00Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: July 2023

CJM Wealth Advisers2025-03-20T14:23:56-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2025-03-20T14:06:28-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: April 2023

CJM Wealth Advisers2025-03-20T14:19:11-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

All Bark No Bite: Previous Market Reactions to Debt Ceiling Standoffs

CJM Wealth Advisers2025-03-20T14:08:15-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2023

CJM Wealth Advisers2025-03-20T14:22:03-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update: October 2022

CJM Wealth Advisers2025-03-20T14:26:33-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

The Next Recession – A Look Back

CJM Wealth Advisers2022-09-02T18:17:45-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32-04:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

CJM Video Market Update: July 2022

CJM Wealth Advisers2025-03-20T14:23:20-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: April 2022

CJM Wealth Advisers2025-03-20T14:18:47-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Ukraine and the Market: Past Crises Call for Keeping Long-Term Investment Strategy

CJM Wealth Advisers2022-03-29T13:14:14-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15-04:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

CJM Video Market Update: January 2022

CJM Wealth Advisers2025-03-20T14:21:38-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM Video Market Update: October 2021

CJM Wealth Advisers2025-03-20T14:26:01-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Opening Up to Emerging Markets

CJM Wealth Advisers2021-08-30T15:00:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: July 2021

CJM Wealth Advisers2025-03-20T14:22:57-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM Video Market Update: April 2021

CJM Wealth Advisers2025-03-20T14:18:16-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Phoenix Rising – Lessons Learned From 2020

CJM Wealth Advisers2021-02-25T16:35:02-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2021

CJM Wealth Advisers2025-03-20T14:19:58-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2025-03-20T14:05:58-04:00Financial Planning, Insights, Investment Management|

CJM Video Market Update: October 2020

CJM Wealth Advisers2025-03-20T14:25:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

Bonds 101: Why We Use Bonds Inside Client Portfolios

CJM Wealth Advisers2025-03-20T14:09:22-04:00Brian T. Jones, CFP®, Insights, Investment Management, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2025-03-20T14:04:56-04:00Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: July 2020

CJM Wealth Advisers2025-03-20T14:22:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44-04:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

The Coronavirus Market

CJM Wealth Advisers2020-04-03T12:16:04-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: April 2020

CJM Wealth Advisers2025-03-20T14:17:49-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Wash Your Hands, Keep Your Distance, and Keep Perspective

CJM Wealth Advisers2020-04-03T11:41:15-04:00Investment Management, Jessica Ness, CFP®, Videos|

CJM Video Market Update: Market Volatility and COVID 19 Update

CJM Wealth Advisers2025-03-20T14:24:48-04:00David D. Greene, CFP®, Insights, Investment Management, Videos|

It’s Not Me, It’s You – When to Break Up with a Fund

CJM Wealth Advisers2020-03-06T12:45:46-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

What is the SECURE Act?

CJM Wealth Advisers2020-03-06T12:45:03-05:00David D. Greene, CFP®, Insights, Investment Management|

CJM Video Market Update: January 2020

CJM Wealth Advisers2025-03-20T14:19:36-04:00Brian T. Jones, CFP®, Investment Management, Kevin E. Donovan, CFA, Videos|

Playing the Long Game through Diversification

CJM Wealth Advisers2019-11-21T20:29:14-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Time to Check the Map

CJM Wealth Advisers2019-10-24T19:51:46-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

To ESG or not to ESG…

CJM Wealth Advisers2019-10-31T19:36:39-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Broadening Your Horizons

CJM Wealth Advisers2019-10-24T19:51:34-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Charts Charts Charts!

CJM Wealth Advisers2025-03-20T14:31:31-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2025-03-20T14:10:51-04:00Education Planning, Insights, Investment Management|

To Spend, or Not to Spend… In Retirement

CJM Wealth Advisers2019-10-16T01:46:46-04:00David D. Greene, CFP®, Insights, Investment Management|

A Little Perspective

CJM Wealth Advisers2025-03-20T14:07:48-04:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: A Visit with Fidelity Fund Managers

CJM Wealth Advisers2019-10-24T19:39:19-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

The Bowtie Economist; Time spent with Elliot Eisenberg, PhD

CJM Wealth Advisers2019-10-24T19:41:36-04:00Insights, Investment Management|

Everything is Awesome?

CJM Wealth Advisers2019-10-31T19:49:05-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Ups and Downs

CJM Wealth Advisers2019-10-24T19:40:20-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Volatility is Back

CJM Wealth Advisers2019-10-24T19:14:03-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Taking Stock of Your Investments

CJM Wealth Advisers2019-10-24T19:52:24-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18-04:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

Kevin’s Corner: P/E-ering Into the Future

CJM Wealth Advisers2019-10-24T19:52:10-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively and Passively Reaching Your Goals

CJM Wealth Advisers2019-10-24T19:52:55-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

In Bloom!

CJM Wealth Advisers2019-10-31T20:02:15-04:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: The Case for Bonds

CJM Wealth Advisers2019-10-29T18:46:08-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: One Person’s “Junk Bonds” are Another’s Treasure

CJM Wealth Advisers2019-10-24T19:53:06-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: REITs – Leading the Pack Again

CJM Wealth Advisers2019-10-24T19:53:37-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: A Little Inflation Can Be a Good Thing

CJM Wealth Advisers2019-10-24T19:46:13-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively Addressing Today’s Market

CJM Wealth Advisers2019-10-24T19:46:31-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Retirement

Retirement and HSA Contribution Changes for 2025

CJM Wealth Advisers2024-11-18T16:23:27-05:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement|

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

CJM Wealth Advisers2025-03-20T14:08:53-04:00Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2025-03-20T14:07:12-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2025-03-20T14:29:34-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2025-03-20T14:05:22-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42-04:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57-05:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08-05:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15-04:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11-05:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52-04:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2025-03-20T14:04:56-04:00Financial Planning, Insights, Investment Management, Retirement|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44-04:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

CJM Video: Senior Living Resources

CJM Wealth Advisers2025-03-20T14:27:28-04:00Insights, Jessica Ness, CFP®, Retirement, Videos|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19-04:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18-04:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08-04:00Insights, Retirement, Transition Planning|

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47-04:00Retirement, Transition Planning, Webinars|

CJM Estate Planning Part 2

CJM Wealth Advisers2025-03-20T14:13:27-04:00Financial Planning, Retirement, Videos|

CJM Estate Planning Part 1

CJM Wealth Advisers2025-03-20T14:12:41-04:00Financial Planning, Retirement, Videos|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15-04:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44-04:00Insights, Retirement, Transition Planning|

Transition Planning

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11-05:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23-04:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19-04:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18-04:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08-04:00Insights, Retirement, Transition Planning|

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47-04:00Retirement, Transition Planning, Webinars|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15-04:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44-04:00Insights, Retirement, Transition Planning|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

All Content

CJM and Silver Bridges Consulting – Navigating Senior Living: Understanding the Options

CJM Wealth Advisers2025-10-17T07:19:19-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: October 2025

CJM Wealth Advisers2025-10-06T07:43:29-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Estate Planning Basics: Wills, Trusts, and Key Documents Everyone Needs

CJM Wealth Advisers2025-09-05T14:16:28-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Videos|

Northern Virginia Magazine Top Financial Professionals 2025

CJM Wealth Advisers2025-09-02T11:24:31-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tina M. Babicz, CFP®, Tracey A. Baker, CFP®|

529 Plan Distributions: How to Pay for College the Smart Way

CJM Wealth Advisers2025-07-03T12:39:18-04:00David D. Greene, CFP®, Education Planning, Financial Planning, Insights, Videos|

CJM Video Market Update: July 2025

CJM Wealth Advisers2025-07-02T15:24:35-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Understanding Stagflation

CJM Wealth Advisers2025-05-27T10:42:58-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

CJM Presents Jeremiah Baker: Confessions of a Hacker – How to Protect Yourself Before It’s Too Late!

CJM Wealth Advisers2025-05-06T08:10:47-04:00Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: April 2025

CJM Wealth Advisers2025-04-03T09:07:45-04:00Insights, Investment Management, Jessica Ness, CFP®, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Market Down? Here’s How to Use Investment Tax Losses to Your Advantage

CJM Wealth Advisers2025-03-25T13:06:21-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Videos|

How Soon is Now? The “Right” Time to Invest

CJM Wealth Advisers2025-03-20T13:44:36-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Welcomes its Newest Partner – Congratulations, Parker Trasborg!

CJM Wealth Advisers2025-03-20T13:42:51-04:00CJM News, Parker G. Trasborg, CFP®|

Washingtonian Magazine Names CJM Wealth Advisers to 2025 Top Financial Advisers List

CJM Wealth Advisers2025-03-20T13:45:30-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

Tax Time FAQs 2025

CJM Wealth Advisers2025-03-20T13:43:39-04:00Financial Planning, Insights|

CJM Video Market Update: January 2025

CJM Wealth Advisers2025-03-20T13:48:48-04:00David D. Greene, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

More Than Money 2024

CJM Wealth Advisers2025-03-20T13:55:58-04:00Brian T. Jones, CFP®, CJM News, Community Service, David D. Greene, CFP®, Jessica Ness, CFP®, Tina M. Babicz, CFP®|

When It’s Time To Move

CJM Wealth Advisers2024-11-19T15:55:53-05:00Brian T. Jones, CFP®, Financial Planning, Insights|

Retirement and HSA Contribution Changes for 2025

CJM Wealth Advisers2024-11-18T16:23:27-05:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement|

CJM Video Market Update: October 2024

CJM Wealth Advisers2025-03-20T13:57:38-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Time to Go Long on Bond Funds

CJM Wealth Advisers2024-10-24T09:49:21-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Celebrating 35 Years at CJM – Trudy Rupp: Loyalty, Laughter and Love

CJM Wealth Advisers2025-03-20T14:11:32-04:00CJM News|

Protect Your Data – Beware of Zombie Apps!

CJM Wealth Advisers2024-09-20T15:14:55-04:00Financial Planning, Insights, Tracey A. Baker, CFP®|

Northern Virginia Magazine Top Financial Professionals 2024

CJM Wealth Advisers2024-08-23T13:59:14-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tina M. Babicz, CFP®, Tracey A. Baker, CFP®|

2024 Macroeconomic Discussion with Ben Harris, PhD – Inflation, Interest Rates, The Fed, and More!

CJM Wealth Advisers2025-03-20T13:59:26-04:00CJM News, David D. Greene, CFP®, Financial Planning, Insights, Investment Management, Podcasts, Videos|

Navigating Uncertainty: 2024 Elections and Global Conflict Through an Investor’s Lens

CJM Wealth Advisers2024-07-22T10:57:08-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

CJM Video Market Update: July 2024

CJM Wealth Advisers2025-03-20T14:03:58-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

CJM Wealth Advisers2025-03-20T14:08:53-04:00Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Teenage Drivers & Navigating the Road After an Accident

CJM Wealth Advisers2024-04-29T18:23:07-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

CJM Video Market Update: April 2024

CJM Wealth Advisers2025-03-20T14:02:29-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers 2024

CJM Wealth Advisers2025-03-20T14:10:21-04:00Brian T. Jones, CFP®, CJM News, Insights|

This Election Year, Follow an Independent Investment Strategy

CJM Wealth Advisers2024-03-12T17:40:33-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Maximizing Your Health and Wealth: Health Savings Accounts

CJM Wealth Advisers2024-02-29T21:03:00-05:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Tax Time FAQs 2024

CJM Wealth Advisers2024-01-30T16:01:06-05:00Financial Planning, Insights|

CJM Video Market Update: January 2024

CJM Wealth Advisers2025-03-20T14:03:03-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

Washingtonian Top Wealth Advisers 2024

CJM Wealth Advisers2024-01-26T17:06:00-05:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58-05:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2025-03-20T14:07:12-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023

CJM Wealth Advisers2025-03-20T14:16:51-04:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: October 2023

CJM Wealth Advisers2025-03-20T14:27:04-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Planning for College with Cozy Wittman

CJM Wealth Advisers2023-09-28T14:20:36-04:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2025-03-20T14:29:34-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

The S&P 500 is Beating the Dow – Or Is It?

CJM Wealth Advisers2023-09-20T12:10:54-04:00Investment Management, Kevin E. Donovan, CFA|

Remembering CJM Founder, Richard L. Cooper, CFP®

CJM Wealth Advisers2023-09-18T16:49:07-04:00CJM News|

Northern Virginia Magazine Top Financial Professionals 2023

CJM Wealth Advisers2023-08-25T16:10:16-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2025-03-20T14:05:22-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

CJM Video Market Update: July 2023

CJM Wealth Advisers2025-03-20T14:23:56-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42-04:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2025-03-20T14:06:28-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: April 2023

CJM Wealth Advisers2025-03-20T14:19:11-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

Your Cash is No Longer Trash

CJM Wealth Advisers2023-03-15T12:44:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

All Bark No Bite: Previous Market Reactions to Debt Ceiling Standoffs

CJM Wealth Advisers2025-03-20T14:08:15-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Washingtonian Top Wealth Advisers Hall of Fame

CJM Wealth Advisers2023-02-27T19:15:06-05:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Tracey A. Baker, CFP®|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57-05:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs 2023

CJM Wealth Advisers2023-01-24T16:07:09-05:00Financial Planning, Insights|

CJM Video Market Update: January 2023

CJM Wealth Advisers2025-03-20T14:22:03-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

End of Year Reflection

CJM Wealth Advisers2023-01-19T19:32:46-05:00David D. Greene, CFP®, Insights|

More Than Money 2022

CJM Wealth Advisers2023-01-19T19:31:48-05:00CJM News|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08-05:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

CJM Video Market Update: October 2022

CJM Wealth Advisers2025-03-20T14:26:33-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

The Next Recession – A Look Back

CJM Wealth Advisers2022-09-02T18:17:45-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32-04:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Northern Virginia Magazine Top Financial Professionals 2022

CJM Wealth Advisers2022-08-30T14:52:36-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

CJM Video Market Update: July 2022

CJM Wealth Advisers2025-03-20T14:23:20-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41-04:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

CJM Video Market Update: April 2022

CJM Wealth Advisers2025-03-20T14:18:47-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Ukraine and the Market: Past Crises Call for Keeping Long-Term Investment Strategy

CJM Wealth Advisers2022-03-29T13:14:14-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

What to do After Paying Off Your Mortgage

CJM Wealth Advisers2022-03-28T18:10:13-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15-04:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs

CJM Wealth Advisers2022-03-01T18:12:55-05:00Financial Planning, Insights|

Washingtonian Top Financial Advisers 2022

CJM Wealth Advisers2022-02-28T17:24:05-05:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

CJM In the News: Barron’s Magazine

CJM Wealth Advisers2025-03-20T14:14:12-04:00Brian T. Jones, CFP®, CJM News|

CJM Video Market Update: January 2022

CJM Wealth Advisers2025-03-20T14:21:38-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11-05:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

CJM Video Market Update: October 2021

CJM Wealth Advisers2025-03-20T14:26:01-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Northern Virginia Magazine Top Financial Professionals 2021

CJM Wealth Advisers2021-08-30T17:04:27-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Topics, Tracey A. Baker, CFP®|

Opening Up to Emerging Markets

CJM Wealth Advisers2021-08-30T15:00:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23-04:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

CJM Video Market Update: July 2021

CJM Wealth Advisers2025-03-20T14:22:57-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

What’s Going on with Inflation?

Jason Yang2021-07-01T16:04:11-04:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

The National Association of Personal Financial Advisors (NAPFA) New Members

CJM Wealth Advisers2021-06-21T18:21:35-04:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Topics|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

CJM Video Market Update: April 2021

CJM Wealth Advisers2025-03-20T14:18:16-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52-04:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Phoenix Rising – Lessons Learned From 2020

CJM Wealth Advisers2021-02-25T16:35:02-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tax Time FAQs

CJM Wealth Advisers2021-02-25T15:59:35-05:00Financial Planning, Insights|

Washingtonian Top Financial Advisers 2021

CJM Wealth Advisers2021-02-12T13:27:46-05:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Topics, Tracey A. Baker, CFP®|

CJM Video Market Update: January 2021

CJM Wealth Advisers2025-03-20T14:19:58-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Reflections on 2020: A Year of Blessings

CJM Wealth Advisers2020-12-21T21:56:34-05:00CJM News, Tracey A. Baker, CFP®|

CJM Welcomes its Newest Partner – Congratulations, Jessica Ness!

Jason Yang2025-03-20T14:28:39-04:00CJM News, Jessica Ness, CFP®|

More Than Money 2020 Newsletter

Jason Yang2021-01-05T21:52:47-05:00CJM News, Community Service|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2025-03-20T14:05:58-04:00Financial Planning, Insights, Investment Management|

CJM Video Market Update: October 2020

CJM Wealth Advisers2025-03-20T14:25:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

Bonds 101: Why We Use Bonds Inside Client Portfolios

CJM Wealth Advisers2025-03-20T14:09:22-04:00Brian T. Jones, CFP®, Insights, Investment Management, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2025-03-20T14:04:56-04:00Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: July 2020

CJM Wealth Advisers2025-03-20T14:22:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44-04:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

Mortgage Rates Hit Record Lows: Should I Refinance?

CJM Wealth Advisers2020-06-18T15:23:56-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

The Coronavirus Market

CJM Wealth Advisers2020-04-03T12:16:04-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: April 2020

CJM Wealth Advisers2025-03-20T14:17:49-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Wash Your Hands, Keep Your Distance, and Keep Perspective

CJM Wealth Advisers2020-04-03T11:41:15-04:00Investment Management, Jessica Ness, CFP®, Videos|

CJM Video Market Update: Market Volatility and COVID 19 Update

CJM Wealth Advisers2025-03-20T14:24:48-04:00David D. Greene, CFP®, Insights, Investment Management, Videos|

It’s Not Me, It’s You – When to Break Up with a Fund

CJM Wealth Advisers2020-03-06T12:45:46-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

What is the SECURE Act?

CJM Wealth Advisers2020-03-06T12:45:03-05:00David D. Greene, CFP®, Insights, Investment Management|

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers

CJM Wealth Advisers2025-03-20T14:09:51-04:00Brian T. Jones, CFP®, CJM News, Insights|

CJM Video: Senior Living Resources

CJM Wealth Advisers2025-03-20T14:27:28-04:00Insights, Jessica Ness, CFP®, Retirement, Videos|

CJM Video Market Update: January 2020

CJM Wealth Advisers2025-03-20T14:19:36-04:00Brian T. Jones, CFP®, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM is More Than Money: 2019 Year in Review

CJM Wealth Advisers2025-03-20T14:01:56-04:00CJM News, Community Service, Insights|

Congratulations, Mr. President!

CJM Wealth Advisers2020-12-21T21:51:01-05:00CJM News, Insights, Parker G. Trasborg, CFP®, Timothy W. Jones, CFP®|

Playing the Long Game through Diversification

CJM Wealth Advisers2019-11-21T20:29:14-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

Economic Thoughts at Year End 2019

CJM Wealth Advisers2019-11-05T13:17:59-05:00Brian T. Jones, CFP®, CJM News, Insights|

CJM Video Market Update: October 2019

CJM Wealth Advisers2019-11-25T19:42:57-05:00Jessica Ness, CFP®, Kevin E. Donovan, CFA, Videos|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04-05:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update

CJM Wealth Advisers2025-03-20T14:17:24-04:00Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

Quarterly Conference Call Podcast – May 2019

CJM Wealth Advisers2019-11-21T20:22:16-05:00David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Podcasts|

CJM In the News: Great Day Washington

CJM Wealth Advisers2025-03-20T14:15:04-04:00CJM News, Parker G. Trasborg, CFP®|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19-04:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

CJM in the Community – 2018

CJM Wealth Advisers2025-03-20T14:01:16-04:00CJM News, Community Service, Insights|

Kevin’s Corner: Time to Check the Map

CJM Wealth Advisers2019-10-24T19:51:46-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

To ESG or not to ESG…

CJM Wealth Advisers2019-10-31T19:36:39-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Quarterly Conference Call – January 2019

CJM Wealth Advisers2019-10-31T19:36:36-04:00Podcasts|

What Should I Do With My Year-End Bonus?

CJM Wealth Advisers2019-10-31T19:36:38-04:00Insights, Parker G. Trasborg, CFP®|

Quarterly Conference Call – October 2018

CJM Wealth Advisers2019-10-31T19:36:35-04:00Podcasts|

Kevin’s Corner: Broadening Your Horizons

CJM Wealth Advisers2019-10-24T19:51:34-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Charts Charts Charts!

CJM Wealth Advisers2025-03-20T14:31:31-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2025-03-20T14:10:51-04:00Education Planning, Insights, Investment Management|

To Spend, or Not to Spend… In Retirement

CJM Wealth Advisers2019-10-16T01:46:46-04:00David D. Greene, CFP®, Insights, Investment Management|

Financial Times Top 300 Registered Investment Advisers

CJM Wealth Advisers2019-10-24T18:57:31-04:00CJM News, Insights|

CJM Is Turning 40!

CJM Wealth Advisers2025-03-20T14:15:46-04:00CJM News, Insights|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18-04:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08-04:00Insights, Retirement, Transition Planning|

January 2018 Audio Update

CJM Wealth Advisers2019-10-24T19:43:38-04:00Podcasts|

CJM 2018 Economic Update

CJM Wealth Advisers2025-03-20T14:12:10-04:00Videos|

A Little Perspective

CJM Wealth Advisers2025-03-20T14:07:48-04:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: A Visit with Fidelity Fund Managers

CJM Wealth Advisers2019-10-24T19:39:19-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

The Bowtie Economist; Time spent with Elliot Eisenberg, PhD

CJM Wealth Advisers2019-10-24T19:41:36-04:00Insights, Investment Management|

Summer Listening List

CJM Wealth Advisers2019-10-31T19:49:02-04:00Insights, Parker G. Trasborg, CFP®|

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47-04:00Retirement, Transition Planning, Webinars|

CJM Estate Planning Part 2

CJM Wealth Advisers2025-03-20T14:13:27-04:00Financial Planning, Retirement, Videos|

Everything is Awesome?

CJM Wealth Advisers2019-10-31T19:49:05-04:00Brian T. Jones, CFP®, Insights, Investment Management|

CJM Estate Planning Part 1

CJM Wealth Advisers2025-03-20T14:12:41-04:00Financial Planning, Retirement, Videos|

Kevin’s Corner: Ups and Downs

CJM Wealth Advisers2019-10-24T19:40:20-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

How Much Allowance Should Your Kids Get?

CJM Wealth Advisers2019-10-31T19:49:07-04:00Financial Planning, Insights|

Volatility is Back

CJM Wealth Advisers2019-10-24T19:14:03-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Pitfalls of Longer-Term Car Loans

CJM Wealth Advisers2019-10-31T19:49:09-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Kevin’s Corner: Taking Stock of Your Investments

CJM Wealth Advisers2019-10-24T19:52:24-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

2017 Best Practices Awards

CJM Wealth Advisers2025-03-20T14:04:26-04:00CJM News, Insights|

Day of Service at SERVE campus

CJM Wealth Advisers2019-10-16T14:09:12-04:00CJM News, Community Service, Insights|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18-04:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

Kevin’s Corner: P/E-ering Into the Future

CJM Wealth Advisers2019-10-24T19:52:10-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03-04:00Education Planning, Financial Planning, Insights|

Northern Virginia Magazine Awards

CJM Wealth Advisers2025-03-20T14:16:15-04:00CJM News, Insights|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15-04:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Kevin’s Corner: Actively and Passively Reaching Your Goals

CJM Wealth Advisers2019-10-24T19:52:55-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Day of Service at NVFS Head Start Preschool

CJM Wealth Advisers2019-10-28T21:55:28-04:00CJM News, Community Service|

In Bloom!

CJM Wealth Advisers2019-10-31T20:02:15-04:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: The Case for Bonds

CJM Wealth Advisers2019-10-29T18:46:08-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tax Reference Guide for 2017

CJM Wealth Advisers2019-10-24T19:54:02-04:00Insights, Jessica Ness, CFP®|

Reflecting with Pride

CJM Wealth Advisers2019-10-31T20:02:14-04:00CJM News, Insights, Timothy W. Jones, CFP®|

Kevin’s Corner: One Person’s “Junk Bonds” are Another’s Treasure

CJM Wealth Advisers2019-10-24T19:53:06-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: REITs – Leading the Pack Again

CJM Wealth Advisers2019-10-24T19:53:37-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44-04:00Insights, Retirement, Transition Planning|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

Kevin’s Corner: A Little Inflation Can Be a Good Thing

CJM Wealth Advisers2019-10-24T19:46:13-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively Addressing Today’s Market

CJM Wealth Advisers2019-10-24T19:46:31-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.

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